HomeCompareTREAF vs JEPI

TREAF vs JEPI: Dividend Comparison 2026

TREAF yields 2.80% · JEPI yields 8.56%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 TREAF wins by $297.74M in total portfolio value· pulled ahead in Year 2
10 years
TREAF
TREAF
● Live price
2.80%
Share price
$13.64
Annual div
$0.38
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$297.77M
Annual income
$278,663,212.60
Full TREAF calculator →
JEPI
JPMorgan Equity Premium Income ETF
● Live price
8.56%
Share price
$55.65
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.3K
Annual income
$1,573.67
Full JEPI calculator →

Portfolio growth — TREAF vs JEPI

📍 TREAF pulled ahead of the other in Year 2

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodTREAFJEPI
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, TREAF + JEPI cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
TREAF pays
JEPI pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

TREAF
Annual income on $10K today (after 15% tax)
$238.12/yr
After 10yr DRIP, annual income (after tax)
$236,863,730.71/yr
JEPI
Annual income on $10K today (after 15% tax)
$727.38/yr
After 10yr DRIP, annual income (after tax)
$1,337.62/yr
At 15% tax rate, TREAF beats the other by $236,862,393.09/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of TREAF + JEPI for your $10,000?

TREAF: 50%JEPI: 50%
100% JEPI50/50100% TREAF
Portfolio after 10yr
$148.90M
Annual income
$139,332,393.13/yr
Blended yield
93.57%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TREAF buys
0
JEPI buys
0
No recent congressional trades found for TREAF or JEPI in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTREAFJEPI
Forward yield2.80%8.56%
Annual dividend / share$0.38$4.76
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$297.77M$29.3K
Annual income after 10y$278,663,212.60$1,573.67
Total dividends collected$296.34M$12.0K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: TREAF vs JEPI ($10,000, DRIP)

YearTREAF PortfolioTREAF Income/yrJEPI PortfolioJEPI Income/yrGap
1$11,260$560.28$11,276$855.74$16.00JEPI
2← crossover$13,228$1,179.23$12,675$926.02+$553.00TREAF
3$16,743$2,589.30$14,207$999.01+$2.5KTREAF
4$24,041$6,125.97$15,878$1,074.57+$8.2KTREAF
5$42,165$16,441.47$17,697$1,152.57+$24.5KTREAF
6$99,017$53,900.17$19,674$1,232.87+$79.3KTREAF
7$342,535$236,587.17$21,815$1,315.29+$320.7KTREAF
8$1,896,307$1,529,794.13$24,131$1,399.68+$1.87MTREAF
9$17,859,103$15,830,054.81$26,630$1,485.86+$17.83MTREAF
10$297,772,453$278,663,212.60$29,323$1,573.67+$297.74MTREAF

TREAF vs JEPI: Complete Analysis 2026

TREAFStock

Terna Energy Societe Anonyme Commercial Technical Company operates in the renewable energy sources (RES), construction, trading of electric energy, and concessions sectors in Greece, Balkans, Eastern Europe, and North America. The company constructs, exploits, and installs renewable sources of wind and hydroelectric energy, photovoltaic parks. It also owns and operates wind parks, hydroelectric projects, pumped storage, hybrid stations, and photovoltaics, as well as PPP waste management projects, the production of biofuels, soil conditioners and other products. In addition, the company engages in the construction and operation of infrastructure and public sector projects, such as unified automatic collection system and municipal waste treatment facilities in Epirus region. As of December 31, 2021, the company had operational power of approximately 1,300 MW and installed capacity of 895.3 MW. Terna Energy Societe Anonyme Commercial Technical Company was founded in 1949 and is based in Athens, Greece.

Full TREAF Calculator →

JEPIETF

The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.

Full JEPI Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.